Adding watchlists

To screen visitors at the person or company level, you can add individual or company watchlists. Based on the configuration, watchlists can automatically block or notify at the site or global level.

1. Click Organization > Watchlists .
2. Click Add watchlist.

   

3. At the top of the new watchlist, use the Enabled slider to turn the watchlist on or off.
4. In the Type field, select a watchlist type:

   Individuals

   Monitor visitor check-ins for persons of interest. For example, an individuals watchlist can block listed visitors and notify managers, or simply notify managers when VIPs check in.

   Companies

   Monitor visitor check-ins for companies of interest. For example, you might create a companies watchlist to automatically block access  for people with a specific company name, company domain, or email address domain.

5. Enter a name for the watchlist.
   The name of a watchlist can be changed at any time to suit your needs.

   Tip:

   Use a discreet name to avoid exposing sensitive information in notifications.
6. Enter a description for the watchlist.
7. In the Watchlist behavior section, select one of the following:
   • Notify watchlist managers
   • Automatically block visitors listed in a watchlist and notify watchlist managers
8. In the Watchlist settings section, choose a global watchlist or a site-specific watchlist.
   Do one of the following:

   • Select Global watchlist that applies to all sites in your system.
   • Apply the watchlist to one or more specific sites:
     1. Clear the Global watchlist that applies to all sites in your system option.
     2. Add your sites in the Watchlist entry permissions section and press Enter.
9. Click Save.